NewFinancial Advisor The Piedmont GroupFinancial AdvisorDunwoody, GA$70,000–$160,000 / yearWhether you're an experienced advisor seeking greater independence or a motivated professional ready to launch a career in wealth management, we provide the mentorship, resources, and support to help you build a successful, long-term practice. As a MassMutual General Agency affiliated with one of the nation's Top 7 Independent Broker-Dealers, we combine the financial strength and stability of an industry leader with the flexibility and independence today's advisors value.
NewFinancial Controller JobotFinancial ControllerAtlanta, GA$160,000–$190,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is essential to our Accounting and Finance department, providing leadership and direction to our finance team and ensuring the company's financial systems are robust, compliant, and support current activities and future growth.
Financial Advisor Northwestern MutualFinancial AdvisorAtlanta, Georgia$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates MarketAtlanta, GAOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market Atlanta, Georgia; Atlanta, Georgia; Alpharetta, Georgia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
NewFinancial Advisor - Atlanta Merit Financial AdvisorsFinancial Advisor - AtlantaAtlanta, GABest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorConyers, GA$45,000–$100,000 / yearWe know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking, introductions, and referrals, social media, and speaking engagements.
Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-$350+ United Placement GroupEstate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 200-$350+Marietta, GA$150,000–$350,000Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: No more spending most of your week prospecting instead of advising . We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorMarietta, GAFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Team Sponsored Launch - North Point Financial Advisors Thrivent Financial for LutheransTeam Sponsored Launch - North Point Financial AdvisorsAlpharetta, GAWhether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce). A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs.
Project Financial Analyst, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdProject Financial Analyst, Engagement Financial AdvisorAtlanta, GA$66,200–$121,800 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Virtual Financial Advisor - Atlanta Thrivent Financial for LutheransVirtual Financial Advisor - AtlantaAtlanta, GA$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdSenior Consultant, Engagement Financial AdvisorAtlanta, GA$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewFinancial Solutions Advisor- Ponce De Leon Financial Center Bank of America CorpFinancial Solutions Advisor- Ponce De Leon Financial CenterAtlanta, GAKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
Financial Advisor II The Forge CompaniesFinancial Advisor IIAtlanta, GAWork diligently to develop expertise in the financial planning process as employed by Advocacy Wealth Management for our unique client base which consists primarily of injured plaintiffs who receive a lawsuit recovery. The Financial Advisor II must learn the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise in service of our clients.
Financial Advisor - Georgia United Credit Union LPL Financial Holdings IncFinancial Advisor - Georgia United Credit UnionDuluth, GA$45,000–$60,000 / yearThis employment opportunity at TruStage located at Georgia United in Duluth, GA would allow you to join Georgia United as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Georgia United supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor People Talent AcquisitionFinancial AdvisorAtlanta, GA, GAFull timeThis role is essential in delivering high-level wealth management services with a fiduciary, ethical approach focused on the client’s best interests. We are looking for a highly qualified Financial Advisor, responsible for leading investment management, strengthening client relationships, and driving business development initiatives.
Client Advisory Center (CAC) Financial Advisor I Truist Financial CorpClient Advisory Center (CAC) Financial Advisor IAtlanta, GAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team.
Client Advisory Center (CAC) Financial Advisor I Truist BankClient Advisory Center (CAC) Financial Advisor IAtlanta, GeorgiaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team.
Financial Advisor MassMutualFinancial AdvisorDunwoody, GA$75,000–$250,000 / yearLet’s partner together in support of the values we share with each other: Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise. Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources.
Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Wealth Advisor - The Baldwin Group Financial ServicesGAAs a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Financial Solutions Advisor - Northwest Atlanta Market Bank of America CorpFinancial Solutions Advisor - Northwest Atlanta MarketAlpharetta, GAKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
NewFinancial Advisor – Atlanta, GA Coastal WealthFinancial Advisor – Atlanta, GAAtlanta, GA$70,000–$100,000 / yearHere, you’ll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that’s invested in your success. Join Coastal Wealth as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.
Financial Solutions Advisor - NE Georgia Bank of America CorpFinancial Solutions Advisor - NE GeorgiaChamblee, GAWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
Senior Financial Solutions Advisor BELAY - CorporateSenior Financial Solutions AdvisorAtlanta, GAFull timeThis position serves as a consultative sales partner to prospective clients, helping small and mid-sized businesses identify financial and operational challenges and align BELAY’s services to support business goals. This role focuses on generating, developing, and closing new business opportunities for BELAY’s financial service offerings, including accounting, payroll, tax, inventory management, and advisory solutions.
Financial Aid Advisor (Online Division) Herzing UniversityFinancial Aid Advisor (Online Division)Atlanta, GA$20.54–$27.78 / hourSchedule: A 40 hour work-week schedule will be determined based on preference and business needs falling during typical business hours for Herzings Online Division, with one shift with evening hours and minimal Saturday hours required. Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process.
Financial Solutions Advisor II- Consumer Investments-Alpharetta market Bank of AmericaFinancial Solutions Advisor II- Consumer Investments-Alpharetta marketAlpharetta, GeorgiaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Advisor Associate Synovus Financial CorpFinancial Advisor AssociateAtlanta, GAPartners with one or more Bankers to proactively grow and maintain all aspects of the client relationship ensuring alignment with Wholesale Banking''s deposit gathering strategies. Manages deposit portfolio, provides account management and problem resolution to assigned high profile/high volume Wholesale Banking clients.
Financial Advisor, SVP Synovus Financial CorpFinancial Advisor, SVPAtlanta, GAFocus is on assessing client financial needs and providing the appropriate bank products (lending, deposits) as well as introducing clients to SMEs in adjacent areas (wholesale, treasury, wealth, trust, etc.) Meets and exceeds sales goals while delilvering outstanding client service as evidenced by client retention and growth. Provides access to full compliment of commercial depsoit, cash management services, treasury management products and lending services that are tailored to the clients'' specific needs.
Senior Retirement Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCSenior Retirement Advisor - The Baldwin Group Financial ServicesAtlanta, GAFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. • Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
Financial Solutions Advisor Registration Candidate - NE Georgia Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - NE Georgia MarketAtlanta, GAMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Advisor, Financial Systems - SAP FI/CO Cardinal Health IncAdvisor, Financial Systems - SAP FI/COGARemote$80,900–$115,500 / yearFinance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Ensures data integrity, manages system interfaces, completes the chart of accounts, maintains access/controls, owns the financial data warehouse application and creates report building mechanisms and interfaces with IT.
Financial Aid Advisor Morehouse CollegeFinancial Aid AdvisorAtlanta, GAJob Type Non-Faculty Position Title Financial Aid Advisor Position Number E99881 Department Financial Aid Office Location Morehouse College - Atlanta, GA Position Summary. Under administrative direction, this position delivers quality customer service to students, parents, and internal stakeholders regarding the Financial Aid process via phone, email, and in person.
Financial Aid Advisor Paul Mitchell SchoolsFinancial Aid AdvisorRoswell, GA$24–$27 / hourRoswell, Georgia, known for its vibrant arts scene and thriving local businesses, is also home to Paul Mitchell The School Esani, an educational leader in the beauty industry. You'll need to be highly accurate, detail-oriented, and thorough in your work to make sure all paperwork is appropriately filed and the students receive the financial support they're eligible for.
Senior Admission Advisor, Admissions and Financial Aid Candler School of Theology Emory UniversitySenior Admission Advisor, Admissions and Financial Aid Candler School of TheologyAtlanta, GAEvent & Ambassador Program Leadership: This position may oversee student workers, including Admissions Ambassadors and temporary admissions assistants, and collaborates with faculty, staff, and external partners to implement recruitment initiatives. The Senior Admission Advisor also oversees the Admissions Ambassador program, campus visit experiences, and digital engagement strategies, ensuring a seamless and impactful recruitment experience for prospective students.
Financial Services Advisor - Regional SAE InstituteFinancial Services Advisor - RegionalAtlanta, GA$24.03–$28.84 / hourThe Financial Services Advisor (Regional) is located at an assigned SAE campus and works closely with students and their families across multiple SAE campus locations through a combination of in-person and phone/video conferencing platforms. Financial Services Advisor (Regional) Duties and Accountabilities: Builds rapport and effectively communicates with enrolled and prospective students (and their families) about financial aid and other alternative methods of funding.
NewFinancial Services Advisor - Regional SAE Institute Group IncFinancial Services Advisor - RegionalAtlanta, GA$24.03–$28.84 / hourThe Financial Services Advisor (Regional) is located at an assigned SAE campus and works closely with students and their families across multiple SAE campus locations through a combination of in-person and phone/video conferencing platforms. Financial Services Advisor (Regional) Duties and Accountabilities: Builds rapport and effectively communicates with enrolled and prospective students (and their families) about financial aid and other alternative methods of funding.
Senior Advisor, Financial Services | Forensic and Litigation Consulting FTI ConsultingSenior Advisor, Financial Services | Forensic and Litigation ConsultingAtlanta, GeorgiaWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Financial Planning Administrator Merit Financial AdvisorsFinancial Planning AdministratorMarietta, GABest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Assist senior financial planners with provide advanced planning support in areas such as retirement income planning, tax planning, estate planning, insurance planning, and education planning for advisors who are working to illustrate planning techniques to clients.
NewPremier Advisor - Gainesville, GA SunTrust Investment ServicesPremier Advisor - Gainesville, GAGainesville, GAUtilize objective and sound personal financial planning and financial advisory concepts to develop anddeepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines.
NewPremier Advisor - Northlake/Toco Hills Truist Financial CorpPremier Advisor - Northlake/Toco HillsAtlanta, GAUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Gainesville, GA Truist Financial CorpPremier Advisor - Gainesville, GAGainesville, GAUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor- Smyrna Truist Financial CorpPremier Advisor- SmyrnaSmyrna, GACompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Premier Advisor- Buckhead Truist Financial CorpPremier Advisor- BuckheadSmyrna, GACompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
NewPremier Advisor - Roswell or Alpharetta, GA Truist Financial CorpPremier Advisor - Roswell or Alpharetta, GARoswell, GAUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
NewPremier Advisor - Smyrna, GA Truist Financial CorpPremier Advisor - Smyrna, GASmyrna, GAUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
NewPremier Advisor - Smyrna, GA Truist BankPremier Advisor - Smyrna, GASmyrna, GeorgiaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
NewPremier Advisor - Gainesville, GA Truist BankPremier Advisor - Gainesville, GAGainesville, GeorgiaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
NewPremier Advisor- Buckhead Truist BankPremier Advisor- BuckheadAtlanta, GeorgiaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Sr. Financial Planning Strategist Advisor GroupSr. Financial Planning StrategistAtlanta, GAExperience delivering educational content and presenting to diverse audiences Demonstrated ability to influence and collaborate across organizational levels Strong communication skills, both written and verbal Ability to manage multiple complex cases simultaneously Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Requirements: Proficiency in financial planning software (e.g., eMoney) CPA FINRA Series 7, 63, and 65 licenses J.D. Current Employees and Contractors Apply Here Osaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Strategist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistAtlanta, GA$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.